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Perpetual Equity Investment Co. Ltd. (AU:PIC)
ASX:PIC

Perpetual Equity Investment Co. Ltd. (PIC) AI Stock Analysis

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Perpetual Equity Investment Co. Ltd.

(Sydney:PIC)

69Neutral
Perpetual Equity Investment Co. Ltd. shows strengths in financial stability with no debt and strong equity ratios, although it faces challenges in revenue consistency and cash flow stability. While technical indicators suggest neutral to weak momentum, the valuation is appealing with a reasonable P/E ratio and a high dividend yield. The overall score reflects a stable but cautious outlook, with significant attention needed on revenue growth and cash flow enhancement.

Perpetual Equity Investment Co. Ltd. (PIC) vs. S&P 500 (SPY)

Perpetual Equity Investment Co. Ltd. Business Overview & Revenue Model

Company DescriptionPerpetual Equity Investment Company Limited invests and manages the portfolio of listed securities. The company was incorporated in 2014 and is headquartered in Sydney, Australia.
How the Company Makes MoneyPerpetual Equity Investment Co. Ltd. makes money primarily through the appreciation of its investment portfolio and the generation of income from dividends and interest on its holdings. The company's revenue model is centered around investing in a diversified mix of equities that have potential for capital growth and income generation. The company earns revenue from the dividends paid by the companies in which it holds shares, as well as from capital gains realized when it sells investments at a higher price than the purchase cost. Additionally, PIC may benefit from the expertise of Perpetual Investment Management Limited, which provides active management and research-driven investment strategies aimed at optimizing returns. The company's earnings are also influenced by market conditions, currency fluctuations, and overall economic factors that impact the value and performance of its investment portfolio.

Perpetual Equity Investment Co. Ltd. Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
Breakdown
Jun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income StatementTotal Revenue
43.59M79.35M-25.82M157.97M466.00K
Gross Profit
43.59M80.84M-32.84M159.43M3.86M
EBIT
38.74M73.28M-32.25M152.87M-2.84M
EBITDA
13.00K273.00K0.0040.00K0.00
Net Income Common Stockholders
28.56M55.01M-17.91M108.36M-434.00K
Balance SheetCash, Cash Equivalents and Short-Term Investments
483.22M487.69M446.54M529.29M358.10M
Total Assets
503.06M492.75M457.90M530.53M367.59M
Total Debt
0.000.000.000.000.00
Net Debt
-11.79M-36.61M-22.31M-39.11M-20.32M
Total Liabilities
19.51M2.07M8.35M46.04M3.77M
Stockholders Equity
483.55M482.56M449.55M484.49M363.82M
Cash FlowFree Cash Flow
2.75M-1.59M-18.75M-733.00K4.89M
Operating Cash Flow
2.75M-1.59M-18.75M-733.00K4.89M
Investing Cash Flow
0.0037.88M19.24M7.05M-27.25M
Financing Cash Flow
-27.57M-21.99M-17.29M12.47M-20.97M

Perpetual Equity Investment Co. Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.23
Price Trends
50DMA
1.16
Positive
100DMA
1.16
Positive
200DMA
1.15
Positive
Market Momentum
MACD
0.01
Negative
RSI
65.98
Neutral
STOCH
71.11
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:PIC, the sentiment is Positive. The current price of 1.23 is above the 20-day moving average (MA) of 1.16, above the 50-day MA of 1.16, and above the 200-day MA of 1.15, indicating a bullish trend. The MACD of 0.01 indicates Negative momentum. The RSI at 65.98 is Neutral, neither overbought nor oversold. The STOCH value of 71.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:PIC.

Perpetual Equity Investment Co. Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (64)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AUWAM
73
Outperform
6.3714.95%9.94%46.53%35.15%
AUBKI
72
Outperform
22.494.44%4.63%-4.33%-13.07%
AUPIC
69
Neutral
12.50
6.50%-0.76%112.07%
64
Neutral
$12.82B9.877.67%17000.34%12.39%-5.85%
AUCAM
55
Neutral
26.17-0.04%7.20%0.32%-100.93%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:PIC
Perpetual Equity Investment Co. Ltd.
1.18
0.06
5.57%
AU:WAM
WAM Capital Ltd.
1.56
0.23
17.29%
AFOVF
Australian Foundation Investment Co. Ltd.
5.00
0.00
0.00%
AGVNF
Argo Investments Limited
5.77
0.15
2.67%
AU:CAM
Clime Capital Limited
0.74
-0.01
-1.33%
AU:BKI
BKI Investment Co. Ltd.
1.69
0.06
3.68%

Perpetual Equity Investment Co. Ltd. Corporate Events

Perpetual Equity Investment Announces NTA Backing for May 2025
May 5, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of May 2, 2025, with figures standing at $1.239 before tax and $1.212 after tax. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s financial positioning and potential implications for stakeholders.

Perpetual Equity Investment Company Updates Office Location
May 5, 2025

Perpetual Equity Investment Company Limited has announced a change in its registered office and principal place of business to Level 14, 123 Pitt Street, Sydney NSW 2000. This relocation is in line with ASX Listing Rule 3.14 and does not affect the company’s postal address, telephone, facsimile numbers, email, or website addresses, ensuring continuity in communication for stakeholders.

Perpetual Equity Investment Announces May 2025 NTA Backing
May 2, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of May 1, 2025, with a pre-tax value of $1.226 and a post-tax value of $1.201. This update provides stakeholders with insights into the company’s financial health and asset management efficiency, reflecting on its market positioning and potential implications for investors.

Perpetual Equity Announces April 2025 NTA Backing
Apr 30, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of April 29, 2025. The NTA before tax is reported at $1.211, while the NTA after tax stands at $1.192. These figures reflect the company’s provisions for deferred tax on unrealized gains and losses within its investment portfolio. The announcement provides stakeholders with a snapshot of the company’s financial health and asset valuation, which is crucial for assessing its market positioning and potential investment returns.

Perpetual Equity Investment Announces April 2025 NTA Backing
Apr 29, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 28, 2025, with figures reported before tax at $1.199 and after tax at $1.182. These figures reflect provisions for deferred tax on unrealised gains and losses within the company’s investment portfolio, providing stakeholders with insights into the company’s financial health and potential market positioning.

Perpetual Equity Investment Announces April 2025 NTA Backing
Apr 28, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 24, 2025, with figures standing at $1.190 before tax and $1.175 after tax. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealized gains and losses of the company’s investment portfolio, indicating the company’s current financial standing and potential implications for investor returns.

Perpetual Equity Investment Announces April 2025 NTA Backing
Apr 24, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 23, 2025, with a pre-tax NTA of $1.183 and a post-tax NTA of $1.175. This update provides stakeholders with insights into the company’s financial health and asset valuation, reflecting the company’s ongoing performance in managing its investment portfolio.

Perpetual Equity Investment Reports NTA Backing Update
Apr 23, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 22, 2025, with figures of $1.160 before tax and $1.150 after tax. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, potentially impacting investor perceptions and market positioning.

Perpetual Equity Investment Announces NTA Backing for April 2025
Apr 22, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 17, 2025, with figures showing $1.168 before tax and $1.161 after tax. These figures provide stakeholders with an insight into the company’s financial health and asset valuation, although they are unaudited and approximate.

Perpetual Equity Investment Announces April 2025 NTA Backing
Apr 17, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 16, 2025, with figures of $1.158 before tax and $1.149 after tax. These figures, which are unaudited and approximate, reflect the company’s provisions for deferred tax on unrealised gains and losses, indicating its current financial standing and potential implications for stakeholders.

Perpetual Equity Investment Announces NTA Backing for April 2025
Apr 16, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of April 15, 2025, with figures standing at $1.166 before tax and $1.157 after tax. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealised gains and losses in the company’s investment portfolio, indicating the company’s current financial positioning and potential implications for investors.

Perpetual Equity Investment Announces NTA Backing for April 2025
Apr 15, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 14, 2025, with figures reported both before and after tax. This announcement provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for assessing investment performance and making informed decisions.

Perpetual Equity Releases March 2025 Investment Update
Apr 14, 2025

Perpetual Equity Investment Company Limited has released its Monthly Investment Update and NTA Report for March 2025. The report indicates a decline in the company’s investment portfolio performance, with a -6.3% return over the past month, underperforming the S&P/ASX 300 Accumulation Index. Despite this, the company maintains a competitive annual dividend yield of 6.8%, grossed up to 9.6% when accounting for franking credits. The report highlights the company’s top stock holdings, including BHP Group Ltd and Flutter Entertainment Plc, and provides insights into its net tangible assets and dividend distributions.

Perpetual Equity Investment Updates NTA Backing Per Share
Apr 11, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 10, 2025, with figures before and after tax at $1.163 and $1.166, respectively. This update reflects the company’s financial position and may influence stakeholder perceptions regarding its investment portfolio’s performance.

Perpetual Equity Investment Announces April 2025 NTA Figures
Apr 10, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 9, 2025. The NTA before tax was $1.124, and after tax, it was $1.128. These figures are unaudited and approximate, reflecting provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio. This announcement provides shareholders and stakeholders with an update on the company’s financial standing, which could influence investment decisions and perceptions of the company’s market position.

Perpetual Equity Investment Reports NTA Backing for April 2025
Apr 9, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 8, 2025. The NTA before tax was reported at $1.124, and after tax at $1.133, reflecting provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio. This update provides stakeholders with insights into the company’s financial standing and asset valuation, which could influence investment decisions and market perception.

Perpetual Equity Investment Announces NTA Backing Update
Apr 8, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 7, 2025. The NTA before tax was reported at $1.106, and the NTA after tax was $1.107. These figures reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio. This update provides stakeholders with insights into the company’s current financial standing and potential implications for future performance.

Perpetual Equity Investment Reports NTA Backing for April 2025
Apr 7, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 4, 2025, with figures reported before tax at $1.134 and after tax at $1.126. This announcement provides stakeholders with insights into the company’s financial health and investment portfolio performance, reflecting its strategic positioning in the market.

Perpetual Equity Investment Announces Registry Office Relocation
Apr 7, 2025

Perpetual Equity Investment Company Limited has announced a change in the address of its registry office, MUFG Corporate Markets (AU) Limited, effective from April 14, 2025. The new location will be at Liberty Place, Level 41, 161 Castlereagh St, Sydney, NSW 2000. This change is in accordance with ASX Listing Rule 3.15.1, and it signifies an operational update for stakeholders, although the telephone numbers and postal address will remain unchanged.

Perpetual Equity Investment Company Updates NTA Backing
Apr 4, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 3, 2025. The NTA before tax was reported at $1.164, while the NTA after tax stood at $1.151. These figures reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, providing stakeholders with an updated financial metric to assess the company’s asset value.

Perpetual Equity Investment Director Increases Shareholding
Apr 4, 2025

Perpetual Equity Investment Company Limited announced a change in the director’s interest, with Michael Charles Clarke acquiring 7,686 fully paid ordinary shares through a dividend reinvestment plan. This acquisition, valued at $8,838.90, increases Clarke’s total holdings to 228,661 shares, reflecting ongoing confidence in the company’s financial strategies and market position.

Perpetual Equity Investment Company Announces New Securities Quotation
Apr 3, 2025

Perpetual Equity Investment Company Limited has announced the issuance of 1,221,413 ordinary fully paid securities, which will be quoted on the ASX. This move is part of a dividend or distribution plan and reflects the company’s ongoing efforts to enhance shareholder value and strengthen its market position.

Perpetual Equity Investment Company Reports NTA Backing for April 2025
Apr 3, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 2, 2025. The NTA before tax was $1.188, and after tax, it was $1.176, reflecting provisions for deferred tax on unrealized gains and losses in its investment portfolio. This update provides stakeholders with insights into the company’s financial position and potential implications for future investment performance.

Perpetual Equity Investment Announces NTA Backing for April 2025
Apr 2, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of April 1, 2025, with figures showing $1.182 before tax and $1.173 after tax. These figures provide stakeholders with insights into the company’s financial health and the value of its investment portfolio, which could influence investor decisions and market perceptions.

Perpetual Equity Investment Announces March 2025 NTA Backing
Apr 1, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 31, 2025, with figures reported before tax at $1.173 and after tax at $1.158. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating a stable financial position and potential implications for shareholder value.

Perpetual Equity Investment Reports NTA Backing for March 2025
Mar 31, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 28 March 2025, with a pre-tax NTA of $1.197 and a post-tax NTA of $1.180. This update provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for assessing investment potential and performance.

Perpetual Equity Investment Announces NTA Backing Update
Mar 28, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 27, 2025, with a pre-tax NTA of $1.202 and a post-tax NTA of $1.183. This update provides stakeholders with insights into the company’s financial health and asset management efficiency, indicating stable asset backing which could influence investor confidence.

Perpetual Equity Investment Updates NTA Backing
Mar 27, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 26, 2025, with a before-tax NTA of $1.210 and an after-tax NTA of $1.193. This update provides stakeholders with insight into the company’s financial health and asset management performance, although the figures are unaudited and approximate.

Perpetual Equity Investment Company Announces NTA Backing Per Share
Mar 26, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of March 25, 2025, with figures standing at $1.205 before tax and $1.187 after tax. These figures provide stakeholders with insights into the company’s financial health and portfolio performance, although they are unaudited and approximate. The announcement highlights the company’s commitment to transparency in its financial disclosures, which is crucial for maintaining investor confidence.

Perpetual Equity Investment Announces NTA Backing Update
Mar 25, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 24, 2025, with figures reported before and after tax. This announcement provides stakeholders with insight into the company’s financial health and asset valuation, which can impact investment decisions and market perceptions.

Perpetual Equity Investment Updates Dividend Reinvestment Plan Pricing
Mar 24, 2025

Perpetual Equity Investment Company Limited has announced an update regarding its Dividend Reinvestment Plan (DRP) price, following a five-day Volume Weighted Average Price (VWAP). This update pertains to a dividend distribution for the six-month period ending December 31, 2024, with key dates including a record date of March 13, 2025, and an ex-date of March 12, 2025. The announcement is significant for stakeholders as it provides clarity on the DRP pricing, potentially impacting investment decisions and shareholder value.

Perpetual Equity Investment Announces NTA Backing for March 2025
Mar 20, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of March 19, 2025. The NTA before tax is reported at $1.200 per share, while the NTA after tax is $1.186. These figures provide stakeholders with insights into the company’s financial health and the value of its investment portfolio, although they are unaudited and approximate.

Perpetual Equity Investment Announces NTA Backing Update
Mar 19, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of March 18, 2025, with a before-tax value of $1.202 and an after-tax value of $1.187. This update provides stakeholders with insights into the company’s financial standing and investment portfolio performance, although the figures are unaudited and approximate.

Perpetual Equity Investment Announces NTA Backing for March 2025
Mar 18, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 17, 2025, with a pre-tax NTA of $1.202 and a post-tax NTA of $1.192. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s current financial standing and potential implications for investors.

Perpetual Equity Investment Announces NTA Backing Update
Mar 17, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 14, 2025, with figures before tax at $1.186 and after tax at $1.179. This update provides stakeholders with insights into the company’s financial health and investment performance, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Company Reports NTA Backing
Mar 14, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 13, 2025, with figures standing at $1.173 before tax and $1.164 after tax. These figures provide insight into the company’s financial health, reflecting provisions for deferred tax on unrealized gains and losses in its investment portfolio, which may impact shareholder value and market perception.

Perpetual Equity Investment Releases February 2025 Update
Mar 14, 2025

Perpetual Equity Investment Company Limited has released its Monthly Investment Update and NTA Report for February 2025, highlighting a slight decrease in its investment portfolio by 0.2% for the month, yet outperforming the S&P/ASX 300 Accumulation Index, which fell by 3.8%. The company’s net tangible assets (NTA) after tax and before tax were reported at $1.258 and $1.290, respectively, with an annual dividend yield of 6.6%. This performance underscores the company’s strategic positioning in the market, leveraging its diversified portfolio to maintain competitive returns for its stakeholders.

Perpetual Equity Investment Announces March 2025 NTA Backing
Mar 13, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 12, 2025, with figures standing at $1.187 before tax and $1.173 after tax. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s current financial standing and potential implications for investors.

Perpetual Equity Investment Announces NTA Backing Update
Mar 12, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 11, 2025. The NTA before tax, including dividends, is $1.238, while after tax, it is $1.223. With the provision for declared dividends, the estimated NTA before tax is $1.198, and after tax, it is $1.183. This announcement provides insights into the company’s financial positioning and potential implications for investors, reflecting on the company’s asset management strategy and market valuation.

Perpetual Equity Announces Updated NTA Backing Per Share
Mar 11, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 10, 2025. The NTA before tax is $1.245, and after tax, it is $1.226. With a provision for a declared dividend, the estimated NTA before tax is $1.205, and after tax, it is $1.186. These figures are unaudited and approximate, reflecting the company’s investment portfolio’s unrealized gains and losses. This announcement provides stakeholders with an updated view of the company’s financial standing, which is crucial for investment decisions.

Perpetual Equity Investment Co. Reports NTA Backing for March 2025
Mar 10, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 7, 2025, with figures provided both before and after tax. The NTA before tax, cum dividend, is $1.255, and after tax, it is $1.230. The announcement highlights the company’s financial positioning and provides stakeholders with insights into the company’s asset valuation. The figures are unaudited and approximate, reflecting provisions for deferred tax on unrealized gains and losses within the company’s investment portfolio.

Perpetual Equity Announces NTA Backing Per Share for March 2025
Mar 6, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 5, 2025. The NTA before tax, including dividends, is $1.278, and after tax, it is $1.251. The announcement provides insights into the company’s financial standing and potential returns for investors, highlighting the company’s ongoing commitment to transparency in its financial reporting.

Perpetual Equity Investment Announces March 2025 NTA Backing
Mar 5, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 4, 2025. The NTA before tax (cum dividend) is $1.277, and after tax is $1.246. With the provision for the declared dividend, the estimated NTA before tax (ex dividend) is $1.237 and after tax is $1.206. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealised gains and losses of the company’s investment portfolio. This announcement provides stakeholders with insights into the company’s financial standing and potential implications for investment decisions.

Perpetual Equity Investment Co. Announces March 2025 NTA Backing
Mar 4, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of March 3, 2025. The NTA before tax, cum dividend, was $1.291, and after tax, it was $1.261. With the provision for dividend declared, the estimated NTA before tax, ex dividend, is $1.251, and after tax, it is $1.221. This announcement provides stakeholders with an update on the company’s financial position, which is crucial for assessing the company’s value and potential returns on investment.

Perpetual Equity Investment Announces February 2025 NTA Backing
Mar 3, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 28, 2025, with a before-tax value of $1.290 and an after-tax value of $1.258. The announcement highlights the company’s financial positioning and provides stakeholders with insights into the company’s asset valuation, which may influence investment decisions.

Perpetual Equity Investment Co. Reports NTA Backing for February 2025
Feb 28, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 27 February 2025, with the NTA before tax (cum dividend) at $1.294 and after tax at $1.263. The announcement highlights the company’s financial position and provides shareholders with insights into the value of their investments, although it does not constitute financial advice or a recommendation for securities transactions.

Perpetual Equity Investment Reports NTA Backing for February 2025
Feb 27, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 26, 2025. The NTA before tax and cum dividend is reported at $1.291, while after tax it stands at $1.261. This announcement provides insight into the company’s financial health and potential returns for investors, highlighting the impact of deferred tax provisions on unrealized gains and losses within its investment portfolio.

Perpetual Equity Announces Updated NTA Backing per Share
Feb 26, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 25, 2025, with the NTA before tax (cum dividend) at $1.286 and after tax at $1.254. The announcement highlights the company’s financial positioning and provides shareholders with updated information on the value of their investments, although it does not offer financial advice or guarantee future performance.

Perpetual Equity Investment Updates NTA Backing Per Share
Feb 25, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 24 February 2025, with figures provided both before and after tax, and with provisions for declared dividends. The announcement provides stakeholders with an updated financial metric, which is crucial for assessing the company’s current valuation and financial health, though these figures are unaudited and approximate.

Perpetual Equity Investment Company Announces February NTA Backing
Feb 24, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of February 21, 2025. The NTA before tax, including dividends, stands at $1.295, while the NTA after tax is $1.259. This announcement, which outlines the company’s financial positioning, reflects the provision for deferred tax on unrealized gains and losses within PIC’s portfolio. The figures are approximate and unaudited, indicating ongoing transparency and financial oversight, which are crucial for maintaining investor confidence and market stability.

Perpetual Equity Investment Company Reports February 2025 NTA
Feb 21, 2025

Perpetual Equity Investment Company Limited reported its Net Tangible Asset (NTA) backing per share as of 20 February 2025, with a pre-tax NTA of $1.305 and a post-tax NTA of $1.269. The announcement highlights the financial positioning of the company and provides insights into its investment portfolio’s performance, impacting shareholder value and market confidence.

Perpetual Equity Announces NTA Backing for February 2025
Feb 20, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 19, 2025, with a before-tax value of $1.308 and an after-tax value of $1.270. The announcement provides insight into the company’s financial position, which is crucial for stakeholders assessing the company’s market valuation and potential investment returns.

Perpetual Equity Announces New Dividend Distribution
Feb 20, 2025

Perpetual Equity Investment Company Limited has announced a new dividend distribution for its shareholders. The distribution amount is set at AUD 0.04 per share, with key dates including an ex-date on March 12, 2025, a record date on March 13, 2025, and a payment date on April 4, 2025, indicating a stable financial performance and ongoing commitment to shareholder returns.

Perpetual Equity Investment Co. Reports Strong 1H25 Financial Results and Maintains Dividend Payments
Feb 20, 2025

Perpetual Equity Investment Company Limited has announced its half-year financial results for the period ending 31 December 2024, highlighting a net operating profit after tax of $5.9 million, marking an improvement from the previous year’s net loss. The company declared a fully franked interim dividend of 4.0 cents per share, maintaining consistency with the previous year’s payouts. Despite challenging market conditions marked by high interest rates and inflation, the company’s profit reserves and franking account balance ensure the continuation of dividend payments, reflecting its stability and commitment to providing attractive yields for shareholders.

Perpetual Equity Investment Announces Strong Half-Year Financial Results
Feb 20, 2025

Perpetual Equity Investment Company Limited announced its half-year financial results for the period ending December 31, 2024, showing a significant increase in revenue and profit. The company’s revenue rose by 412.6% to $9,919,000, while the profit after tax attributable to equity holders increased by 296.4% to $5,913,000, demonstrating strong financial performance. The company declared an interim dividend of 4 cents per share, fully franked, to be paid on April 4, 2025, reflecting its commitment to returning value to shareholders.

Perpetual Equity Investment Announces February 2025 NTA Backing
Feb 19, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 18 February 2025, with a before tax value of $1.315 and an after tax value of $1.273. These figures, provided by Perpetual Investment Management Limited, are unaudited and approximate, reflecting the company’s provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Announces Updated NTA Backing
Feb 18, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of February 17, 2025, reflecting a before-tax value of $1.324 and an after-tax value of $1.285. This announcement provides stakeholders with an updated view of the company’s financial footing, although the figures remain unaudited and approximate. The NTA values indicate the company’s current asset position, which is crucial for assessing its investment performance and potential returns for investors.

Perpetual Equity Investment Co. Ltd. Reports February NTA Backing
Feb 17, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 14, 2025, with figures being $1.310 before tax and $1.278 after tax. These figures, which are unaudited and approximate, provide insight into the company’s financial position, specifically reflecting provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Announces February 2025 NTA Per Share
Feb 14, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 13 February 2025, with the NTA before tax at $1.292 and after tax at $1.260. These figures provide insights into the company’s current financial position, reflecting the provisions for deferred tax on unrealised gains and losses of its investment portfolio. The announcement underscores the company’s financial transparency and its commitment to keeping shareholders informed about its financial metrics.

Perpetual Equity Investment Releases January 2025 Investment Update
Feb 14, 2025

Perpetual Equity Investment Company Limited has released its Monthly Investment Update and NTA Report for January 2025. The report highlights a net tangible asset (NTA) backing per share of $1.260 after tax and $1.289 before tax. The company’s portfolio delivered a return of 1.4% for the month, trailing the S&P/ASX 300 Accumulation Index, which returned 4.5%. Despite underperforming the index, the company maintains a strong portfolio with top holdings in companies such as BHP Group Ltd and Flutter Entertainment Plc. The annual dividend yield stands at 6.5%, with a grossed-up yield of 9.2%, reflecting the company’s focus on providing returns to its shareholders.

Perpetual Equity Investment Co. Ltd. Reports Latest NTA Backing Figures
Feb 13, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of February 12, 2025, reporting $1.289 before tax and $1.258 after tax. These figures, although unaudited and approximate, provide insights into the company’s financial health and may influence investor perceptions regarding the valuation and performance of their investment portfolio.

Perpetual Equity Investment Co. Ltd. Announces NTA Backing for February 2025
Feb 12, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 11, 2025, with a pre-tax value of $1.288 and a post-tax value of $1.257. These figures reflect the company’s provision for deferred tax on unrealized gains and losses in its investment portfolio, which is crucial for stakeholders assessing the company’s financial health and market positioning.

Perpetual Equity Reports February 2025 NTA Backing
Feb 11, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 10, 2025. The NTA before tax was reported at $1.285 and $1.254 after tax, reflecting the deferred tax provisions on unrealized gains and losses in the company’s investment portfolio. This update informs stakeholders about the company’s financial health and investment value, although it does not guarantee future performance.

Perpetual Equity Investment Co. Ltd. Announces NTA Backing for February 2025
Feb 10, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 7, 2025, with the NTA before tax at $1.288 and after tax at $1.256. These figures provide stakeholders with insight into the company’s financial standing and investment portfolio performance, though the figures remain unaudited and approximate.

Perpetual Equity Announces Latest Net Tangible Assets
Feb 7, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 6, 2025, with figures before tax at $1.284 and after tax at $1.258. This announcement is significant as it provides stakeholders with updated financial metrics, indicating the company’s current financial position and potential implications for future performance.

Perpetual Equity Investment Reports NTA Backing Update
Feb 6, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 5, 2025. The NTA before tax was $1.276 and after tax was $1.251, reflecting provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio. This update is significant for shareholders and stakeholders as it provides insight into the company’s financial health and value per share, potentially impacting investment decisions.

Perpetual Equity Investment Announces NTA Backing for February 2025
Feb 5, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of February 4, 2025, with figures showing $1.270 before tax and $1.246 after tax. These figures reflect the provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, providing stakeholders with insights into the company’s financial position.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.